LMB

Hi Friends,

I recently added a new holding - Limbach Holdings, ticker LMB:

This is an engineering, construction and infrastructure play. I found it on screeners with companies trading near 52 weeks lows, but with growing revenues and a healthy balance sheet.

The company is crazy undervalued - as an example, the median price to sales ratio on the S&P 500 is 1.5 - that would put this company at an $800M valuation when it is currently at $72M - more than 10x potential if achieved the same value as others.

LMB is an acronym for Large Mouth Bass, and I am definitely bottom fishing here for a big gain.

We shall see if it plays out though!

Thanks for coming by, Brian

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